CIBC World Market’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
1,785
-350
| -16% | -$40.7K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $219K | Buy |
+2,135
| New | +$219K | ﹤0.01% | 1167 |
|
|
2024
Q3 | – | Sell |
-2,166
| Closed | -$225K | – | 1242 |
|
|
2024
Q2 | $225K | Sell |
2,166
-125
| -5% | -$13K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $231K | Buy |
+2,291
| New | +$231K | ﹤0.01% | 1118 |
|
|
2020
Q1 | – | Sell |
-6,106
| Closed | -$367K | – | 973 |
|
|
2019
Q4 | $367K | Hold |
6,106
| – | – | ﹤0.01% | 853 |
|
|
2019
Q3 | $339K | Buy |
6,106
+1,220
| +25% | +$67.7K | ﹤0.01% | 833 |
|
|
2019
Q2 | $267K | Buy |
+4,886
| New | +$267K | ﹤0.01% | 930 |
|